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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $5,628 | $72,177-92.2% | $115,037-95.1% | $59,633-90.6% |
| Participation rate | 36.6% | 72.6%-36.0pp | 81.4%-44.8pp | 68.7%-32.1pp |
| Annual return | -2.39% | 12.02%-14.4pp | 26.14%-28.5pp | 2041.40%-2043.8pp |
| Employer contribution / active EE | $0 | $2,841-100.0% | $4,608-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $1,299 | $4,783-72.8% | $6,026-78.4% | $3,192-59.3% |
| Admin fee / account holder | $1,299 | $4,927-73.6% | $8,175-84.1% | $4,297-69.8% |